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Wealth Strategy Associate: Client & Allocation
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-02-16
Listing for:
UBS
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading wealth management firm in Miami is seeking a Wealth Strategy Associate to support Financial Advisors in client interactions, develop customized investment strategies, and provide analytical insights. The ideal candidate will have a strong background in client service within the finance sector, possess Series 7 and 66 licenses, and be fluent in Spanish. This role emphasizes collaboration and offers opportunities for growth within a supportive team environment.
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Position Requirements
10+ Years
work experience
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